What are the responsibilities and job description for the Employee Benefits Account Manager position at Capstone Search Group?
About the Role
The Employee Benefits Account Manager is a newly created job working with a sales executive whose book is growing quickly. They need someone knowledgeable with the client service process for life and health insurance policies. The agency is one of the most well-established independent firms in the Southeast. Accounts will range from small to mid-sized groups, mostly fully insured though the agency can teach on self-funded plans as needed.
Duties & Responsibilities
Here’s a little bit about what you can expect at your desk each day:
- Marketing cases and helping with renewals
- Daily customer service requests
- Employee meetings
- Renewal prep and marketing
- Client engaging responsibilities including discussions (phone and in-person) to review coverage, pricing, enrollments, and more
Skills & Experience
- At least three (3) years of health and welfare insurance industry experience in a similar support role
- State insurance license
Job Specs
Hybrid schedule available after onboarding and training
